If there are multiple contacts on a deal, and we have a workflow associated with the deal to send a series of emails - will one email go to all the contacts on the Deal OR will each contact get an individual email?
@scott_at_TruLaw the email by default would go to all marketing contacts associated with the deal. You also have the option to use association labe...Leia mais
Hi all, I'm making an e-mail template in which I would like to automaticly show the names of all the deals associated with the receiver (=contact) of the e-mail. The personalisation token 'deal: name deal' works fine for 1 deal. How can I use pe Leia mais
Hey @Carolien
in this case you will need to build a list with code of all the deal associated with programmable emails
Token only work when ...Leia mais
Hey everyone, I have a question about linking emails to deals. I've just finished uploading our entire sales pipeline to HubSpot, have integrated our email client, and have added all of our contact info too. I have a question about how I can lin Leia mais
Well, it is true, dragging and dropping emails immediately from the inbox to deals isn't as truthful in HubSpot. Here are a pair of options to link e...Leia mais
Hi I'm trying to work out if it is possible to set up a workflow to automatically follow up a quote once it has been moved to Quote stage within say 24 hours and a value of XX. The thing I don;t know is can an email template be set up that auto Leia mais
Hello @AMcDuff that's a great question!
Let's ask our top experts for their suggestions, @Josh @himanshurauthan any recommendations to @AMcD...Leia mais
I made an active list of deals in the sales pipeline that were "Lost". The plan is to contact these people later when our company has some ground-breaking news. Anyway, the issue is that this active list only include the contact associated with Leia mais
That matches what I had expected, @Alex_Bjerkvik . Thanks for sharing. The second filter is redundant; the first one already specifies the pipeline ...Leia mais
Hi, I'm trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work. The deal does have the Contact and company as Leia mais
@Hi @simoncripps . I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate t...Leia mais
We have companies with mulitple deals associated with them. We need to send renewal emails with customization for their most recent deal. How do we pull in the most recent deal data into the 1:1 template?
Hi @TBirky ,
By default, HubSpot will use the deal which has the recent changes in the properties that are being used as personalization toke...Leia mais
Dear Hubspot Team We have a scenario where, as our deals evolve, new contacts join the conversation (as they are included by their colleagues). These are sometimes not immediately allocated to a specific deal but all emails are tracked by Hubspo Leia mais
Hi @ImburseCH ,
When activities are not automatically associated (but you'd like them to be), you need to manually associate the activity to ...Leia mais
Any email sent or received to a contractor about a particular Deal is showing up in all the Deals that the contractor is involved in. This means that a Deal activity gets very cluttered with irrelevant emails. Is there any way of avoiding this? Leia mais
Hi @PlanetPluto
To the best of my knowledge, the only way to prevent this is turn off the 'Add timeline activity' setting for all contacts w...Leia mais